Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE...

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State of Utah Title & Escrow Commission Meeting Meeting Information State Office Building Suite 3110, Salt Lake City, UT 84114-6901 (801) 538-3800 Facsimile (801) 538-3829 www.insurance.utah.gov State of Utah GARY R. HERBERT Governor SPENCER J. COX Lieutenant Governor TODD E. KISER Commissioner Insurance Department Date: February 10, 2020 Time: 9:00 AM Place: East Building, Copper Room or by telephone: 1-877-820-7831 passcode: 827555# ATTENDEES TITLE & ESCROW COMMISSION Chair, Nancy Frandsen (Insurer, Salt Lake County) Darla Milovich (Agency, Salt Lake County) Vice Chair, Alison McCoy (Agency, Tooele County) Chase Phillips (Agency, Weber County) Randy Smart (Public Member, Salt Lake County) Perri Babalis, AG Counsel - TEC DEPARTMENT STAFF Todd Kiser, Ins. Commissioner Reed Stringham, Deputy Comm. Tracy Klausmeier, P&C Dir. Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder AGENDA General Session: (Open to the Public) Welcome / Nancy Frandsen, Chair Telephone Roll Call Adopt Minutes of Previous Meeting Concurrence Reports / Reed o Licenses o Quarterly continuing education report February / May / August / November Exam study material options Board Duties & Responsibilities / Perri Update on 2020 Goals o ULTA report / Nancy o Real Estate Commission report / Darla New Business o Changes to amendment to 31A-23a-415 in HB37 / Reed o Capital requirements for non-affiliated companies in SB 121 (2019) / Nancy Old Business Other Business o Annual report / Adam Hot Topics Executive Session (None) Adjourn Next Meeting: March 9, 2020 — Copper Room

Transcript of Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE...

Page 1: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

State of Utah Title & Escrow Commission Meeting

Meeting Information

State Office Building Suite 3110, Salt Lake City, UT 84114-6901 ♦ (801) 538-3800 ♦ Facsimile (801) 538-3829 ♦ www.insurance.utah.gov

State of Utah

GARY R. HERBERT

Governor

SPENCER J. COX Lieutenant Governor

TODD E. KISER Commissioner

Insurance Department

Date: February 10, 2020 Time: 9:00 AM Place: East Building, Copper Room or by telephone: 1-877-820-7831 passcode: 827555#

ATTENDEES TITLE & ESCROW COMMISSION

Chair, Nancy Frandsen (Insurer, Salt Lake County) Darla Milovich (Agency, Salt Lake County) Vice Chair, Alison McCoy (Agency, Tooele County) Chase Phillips (Agency, Weber County) Randy Smart (Public Member, Salt Lake County) Perri Babalis, AG Counsel - TEC

DEPARTMENT STAFF

Todd Kiser, Ins. Commissioner Reed Stringham, Deputy Comm. Tracy Klausmeier, P&C Dir. Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder

AGENDA

General Session: (Open to the Public) • Welcome / Nancy Frandsen, Chair • Telephone Roll Call • Adopt Minutes of Previous Meeting • Concurrence Reports / Reed

o Licenses o Quarterly continuing education report February / May / August / November Exam study material options

• Board Duties & Responsibilities / Perri • Update on 2020 Goals

o ULTA report / Nancy o Real Estate Commission report / Darla

• New Business o Changes to amendment to 31A-23a-415 in HB37 / Reed o Capital requirements for non-affiliated companies in SB 121 (2019) / Nancy

• Old Business • Other Business

o Annual report / Adam • Hot Topics

Executive Session (None)

• Adjourn • Next Meeting: March 9, 2020 — Copper Room

Page 2: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

2020 Meeting Schedule in Copper Room Jan 13 Canceled Feb 10 Mar 9 Apr 13 May 11 Jun 8

Jul 20 Aug 17 Sept 28 Oct 19 Nov 9 Dec 14 * bold dates denote quarterly required in-person meetings 2020 Goals

1. Continue making sure testing is relevant 2. Continue working with the Real Estate Commission 3. Continue working with the ULTA as a liaison 4. Increase awareness of wire fraud's effect on consumers and agencies

Page 3: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Title Agency LicensingNovember 2019

New Licenses:Agency ID Name Orig Issue Date Expire Date LOA192292 ROYAL TITLE WEST 4-Nov-19 30-Nov-21 TE192292 ROYAL TITLE WEST 4-Nov-19 30-Nov-21 TS

Renewed Licenses:Agency ID Name Orig Issue Date Expire Date LOA6643 ADVANCED TITLE COMPANY INC 3-Nov-83 30-Nov-21 TE6643 ADVANCED TITLE COMPANY INC 3-Nov-83 30-Nov-21 TS6666 CENTRAL UTAH TITLE INC 2-Nov-83 30-Nov-21 TE6666 CENTRAL UTAH TITLE INC 2-Nov-83 30-Nov-21 TS156678 RICHLAND TITLE INSURANCE AGENCY INC 7-Nov-07 30-Nov-21 TE156678 RICHLAND TITLE INSURANCE AGENCY INC 7-Nov-07 30-Nov-21 TS14738 SERVICELINK TITLE INSURANCE AGENCY OF UTAH LLC 2-Sep-05 30-Nov-21 TE14738 SERVICELINK TITLE INSURANCE AGENCY OF UTAH LLC 2-Sep-05 30-Nov-21 TS14959 UNION TITLE INSURANCE AGENCY LLC 4-Nov-05 30-Nov-21 TE14959 UNION TITLE INSURANCE AGENCY LLC 4-Nov-05 30-Nov-21 TS162277 UNITED WEST TITLE INSURANCE AGENCY INC 9-Nov-09 30-Nov-21 TE162277 UNITED WEST TITLE INSURANCE AGENCY INC 9-Nov-09 30-Nov-21 TS

Lapsed Licenses:Agency ID Name Orig Issue Date Expired Date LOA LOA167672 MOUNTAIN AMERICA TITLE INC. 7-Nov-11 30-Nov-19 30-Dec-19 TE167672 MOUNTAIN AMERICA TITLE INC. 7-Nov-11 30-Nov-19 30-Dec-19 TMR167672 MOUNTAIN AMERICA TITLE INC. 7-Nov-11 30-Nov-19 30-Dec-19 TS

Reinstated Licenses:Agency ID Name Orig Issue Date Expire Date Reinstated Date LOA(none)

Page 4: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Title Agent Licensing November 2019

New Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1569857 CASTILLO KASSANDRA 12-Nov-19 30-Jun-22 TE1850794 DRIGGS NATALIE 7-Nov-19 28-Feb-22 TMR1796623 HAYMOND MEGAN 20-Nov-19 30-Jun-22 TS1796623 HAYMOND MEGAN 20-Nov-19 30-Jun-22 TE1843690 HOLMES SHERIE 19-Nov-19 30-Nov-21 TE1850523 LOGAN KENNA 6-Nov-19 31-Dec-21 TE1852449 WEST KASSIE 26-Nov-19 30-Jun-22 TE

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1615565 ANDERSON MICHAEL 26-May-15 30-Nov-21 TS1615565 ANDERSON MICHAEL 6-Jul-15 30-Nov-21 TE1545502 AYOSO BRYCE 27-Jul-15 30-Nov-21 TE1616758 BENNETT JULIANNE 8-Jun-15 30-Nov-21 TE43711 BISCHOFF MARK 16-Nov-93 30-Nov-21 TMR38427 CHRISTIANSEN TRACI 15-Jun-99 30-Nov-21 TE143588 DEGERING JEFFREY 27-Mar-07 30-Nov-21 TMR94883 DOUTRE KERRY 6-Oct-03 30-Nov-21 TMR138920 FARLAINO MARYANN 17-Jan-07 30-Nov-21 TMR85576 FRANDSEN REBECCA 5-Feb-09 30-Nov-21 TE85576 FRANDSEN REBECCA 3-Jan-03 30-Nov-21 TS1520469 FREEMAN JUDY 11-Mar-13 30-Nov-21 TS1406327 Figuracion Lee 16-Mar-11 30-Nov-21 TMR44828 GALLOWAY REX 10-Aug-77 30-Nov-21 TS44828 GALLOWAY REX 10-Aug-77 30-Nov-21 TE1547971 HARRAH JACQUELINE 12-Nov-13 30-Nov-21 TE114194 HARWARD BRYCE 4-Jan-08 30-Nov-21 TE114194 HARWARD BRYCE 31-May-05 30-Nov-21 TS93823 Hedenstrom Cindy 29-Aug-03 30-Nov-21 TE

Page 5: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA109034 JENNINGS LINDA 3-Jan-05 30-Nov-21 TS109034 JENNINGS LINDA 14-Apr-05 30-Nov-21 TE43636 JENSEN MICHAEL 15-Dec-76 30-Nov-21 TE45100 JENSEN JOHN 27-Jan-92 30-Nov-21 TE45100 JENSEN JOHN 22-Mar-85 30-Nov-21 TS43636 JENSEN MICHAEL 15-Dec-76 30-Nov-21 TS1530323 JOHNSON MORGAN 18-Jan-17 30-Nov-21 TE1541711 JONES RANDALL 26-Dec-13 30-Nov-21 TE1541711 JONES RANDALL 3-Nov-15 30-Nov-21 TS141502 JORGENSEN KRISTY 19-Apr-07 30-Nov-21 TMR138064 KITCHEN AGUSTINA 28-Jun-07 30-Nov-21 TE1709755 Kunz Taylor 26-Jun-17 30-Nov-21 TMR44416 LAWSON LEON 26-Sep-79 30-Nov-21 TE44416 LAWSON LEON 26-Sep-79 30-Nov-21 TS5969 LAYTON LYNN 11-Sep-96 30-Nov-21 TMR32168 LEISHMAN MARK 9-Nov-93 30-Nov-21 TS38348 LIECHTY MICHELLE 29-Jun-87 30-Nov-21 TE1704210 LIECHTY TYLER 21-Apr-17 30-Nov-21 TE1692597 LOOSLI BRAXTON 23-Feb-17 30-Nov-21 TE86337 MANN CAMMIE 28-Jan-03 30-Nov-21 TE1600471 MOONEY TREVOR 16-May-17 30-Nov-21 TMR1600471 MOONEY TREVOR 14-Jan-15 30-Nov-21 TS1600471 MOONEY TREVOR 21-Sep-15 30-Nov-21 TE1616113 MORRILL THERENA 1-Jun-15 30-Nov-21 TE37952 NELSON JOLYNN 7-Oct-94 30-Nov-21 TE37952 NELSON JOLYNN 27-Oct-93 30-Nov-21 TMR112712 PERKINS BEAU 14-Apr-05 30-Nov-21 TS112712 PERKINS BEAU 24-May-06 30-Nov-21 TE34734 PETTY LINDA 9-Jan-91 30-Nov-21 TE109960 PRISBREY DAVID 7-Feb-05 30-Nov-21 TE109960 PRISBREY DAVID 4-Feb-19 30-Nov-21 TS1544363 REED DEVYN 28-Oct-13 30-Nov-21 TE

Page 6: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1708164 REINHART LISA 12-May-17 30-Nov-21 TE2433 SIDDOWAY CHRISTINE 29-Mar-99 30-Nov-21 TE139414 SIMPSON DOUGLAS 29-Sep-09 30-Nov-21 TS139414 SIMPSON DOUGLAS 26-Mar-12 30-Nov-21 TE24352 SINGLETON LORI 15-Mar-87 30-Nov-21 TE69363 SPARROW CAMERON 19-Jul-06 30-Nov-21 TE1720664 STINNETT JESSIE 18-Aug-17 30-Nov-21 TE28060 SUMNER MICHAEL 9-Aug-89 30-Nov-21 TS28060 SUMNER MICHAEL 21-Sep-92 30-Nov-21 TE51027 Taylor Donna 3-Oct-97 30-Nov-21 TE12693 WORKMAN LARRY 26-Jul-96 30-Nov-21 TMR113964 WRIGHT COURTNEY 24-May-05 30-Nov-21 TE

Lapsed Licenses:Individual ID Last Name First Name Orig Issue Date Expired Date LOA1691587 ARNOLD BRYANT 30-Dec-16 31-Oct-19 TMR88897 AYRES TYLER 13-Apr-03 31-Oct-19 TS88897 AYRES TYLER 13-Apr-03 31-Oct-19 TE1622078 BECHARD SARA 10-Aug-15 31-Oct-19 TMR45202 CRANDALL GREGORY 26-Dec-96 31-Oct-19 TS1696004 DIERKS LORILEE 8-Feb-17 31-Oct-19 TE1698681 FARRINGTON RACHEL 27-Mar-17 31-Oct-19 TE1633261 HARROP NICK 13-Oct-15 31-Oct-19 TMR1710527 HICKAM JULIE 15-Jun-17 31-Oct-19 TE38051 MARTIN GREG 7-Jan-92 31-Oct-19 TS1686794 PASSANTINO JOANNE 16-Nov-16 31-Oct-19 TS1724368 STEWART ROBERT 7-Sep-17 31-Oct-19 TS1687892 Schneider Jenny 5-Dec-16 31-Oct-19 TMR1687892 Schneider Jenny 7-Dec-17 31-Oct-19 TE44256 WEBB RUSSELL 12-Sep-78 31-Oct-19 TE44256 WEBB RUSSELL 12-Sep-78 31-Oct-19 TS

Page 7: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Reinstated Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date Reinstated Date LOA33408 CHASTAIN NANCY 14-Oct-99 31-Dec-20 12-Nov-19 TE109838 HOSKINS RYAN 26-Jan-05 31-Oct-21 6-Nov-19 TE94765 WARBY CAMILLE 2-Oct-03 31-Oct-21 6-Nov-19 TE

Page 8: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Title Agency LicensingDecember 2019

New Licenses:Agency ID Name Orig Issue Date Expire Date LOA(none)

Renewed Licenses:Agency ID Name Orig Issue Date Expire Date LOA7704 AMERICAN PREFERRED TITLE INS AGENCY 5-Oct-99 31-Dec-21 TE7704 AMERICAN PREFERRED TITLE INS AGENCY 19-Dec-17 31-Dec-21 TS7812 ANDERSON-OLIVER TITLE INSURANCE AGENCY INC 10-Dec-99 10-Dec-99 TE7812 ANDERSON-OLIVER TITLE INSURANCE AGENCY INC 10-Dec-99 10-Dec-99 TS173782 NATIONAL TITLE AGENCY OF UTAH INC 2-Dec-13 2-Dec-13 TE173782 NATIONAL TITLE AGENCY OF UTAH INC 2-Dec-13 2-Dec-13 TS6478 PARAMOUNT TITLE CORPORATION 6-Dec-83 31-Dec-21 TE6478 PARAMOUNT TITLE CORPORATION 6-Dec-83 31-Dec-21 TS6053 SUMMIT ESCROW & TITLE INSURANCE AGENCY LLC 12-Dec-97 12-Dec-97 TE6053 SUMMIT ESCROW & TITLE INSURANCE AGENCY LLC 12-Dec-97 12-Dec-97 TS6786 TERRA TITLE COMPANY 9-May-86 31-May-20 TE6786 TERRA TITLE COMPANY 9-May-86 31-May-20 TS162527 TITAN TITLE INSURANCE AGENCY LLC 17-Dec-09 31-Dec-21 TE162527 TITAN TITLE INSURANCE AGENCY LLC 17-Dec-09 31-Dec-21 TMR162527 TITAN TITLE INSURANCE AGENCY LLC 17-Dec-09 31-Dec-21 TS

Lapsed Licenses:Agency ID Name Orig Issue Date Expired Date LOA(none)

Reinstated Licenses:Agency ID Name Orig Issue Date Expire Date Reinstated LOA(none)

Page 9: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Title Agent LicensingDecember 2019

New Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1853890 BECK CORBIN 3-Dec-19 31-Oct-22 TMR1855742 Chang Alan 19-Dec-19 30-Jun-22 TE1852892 DESPAIN TAYLOR 10-Dec-19 30-Apr-22 TMR1858173 GOURDIN NICOLAS 31-Dec-19 31-Aug-22 TS1858173 GOURDIN NICOLAS 31-Dec-19 31-Aug-22 TE142050 LEFFLER HEIDI 24-Dec-19 31-Aug-22 TE1828461 MAGILL MORGAN 3-Dec-19 31-Jul-22 TE1855446 NALDER CAITLYN 16-Dec-19 28-Feb-22 TE1850450 PARK GINA 3-Dec-19 31-May-22 TE1857667 PETERMANN TANIESHA 23-Dec-19 31-Dec-21 TS1857225 SEARLE LAURIE 20-Dec-19 28-Feb-22 TE1855973 Vink Shauna 11-Dec-19 31-Aug-22 TE

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1698436 ANDERSON ERICA 3-Apr-17 31-Dec-21 TE38573 ANDERSON KAREN 12-Feb-97 31-Dec-21 TS38573 ANDERSON KAREN 12-Feb-97 31-Dec-21 TE95582 BROSTROM MARC 29-Oct-03 31-Dec-21 TMR35642 BROUGH CARRIE 14-May-99 31-Dec-21 TE44452 CAMPBELL EDWARD 24-Mar-87 31-Dec-21 TS44452 CAMPBELL EDWARD 24-Mar-87 31-Dec-21 TE31776 CHAMBERLAIN CHRIS 6-Apr-95 31-Dec-21 TS39818 CHERRINGTON CINDY 24-Nov-95 31-Dec-21 TE1693263 Clemons Karinna 12-Jun-17 31-Dec-21 TE1729299 DREBING RACHEL 10-Oct-17 31-Dec-21 TE44648 EARLEWINE MARK 10-Dec-84 31-Dec-21 TS33237 EHLERS KIRK 21-Apr-95 31-Dec-21 TS33237 EHLERS KIRK 21-Apr-95 31-Dec-21 TE

Page 10: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA43770 EVANS SHONNA 20-Feb-97 31-Dec-21 TE44589 FINLINSON MARIANNE 19-Sep-89 31-Dec-21 TE44589 FINLINSON MARIANNE 16-Sep-08 31-Dec-21 TS31225 GONZALEZ NIKKI 26-Mar-93 31-Dec-21 TS31225 GONZALEZ NIKKI 8-Feb-06 31-Dec-21 TE108475 HILL TIFFANY 3-Mar-05 31-Dec-21 TE108475 HILL TIFFANY 31-Mar-06 31-Dec-21 TS44263 Hancey R Bruce 28-Jul-75 31-Dec-21 TS44263 Hancey R Bruce 28-Jul-75 31-Dec-21 TE31387 ISON BABS 29-Jan-93 31-Dec-21 TS31387 ISON BABS 18-Sep-06 31-Dec-21 TE121334 JACKSON CASSIE 14-Nov-05 31-Dec-21 TMR34669 JOHNSTON GREGORY 25-Mar-97 31-Dec-21 TS34669 JOHNSTON GREGORY 19-Apr-99 31-Dec-21 TE27170 JONES BRENDA 30-Aug-89 31-Dec-21 TE35859 KIMBALL SARAH 18-Apr-01 31-Dec-21 TE35859 KIMBALL SARAH 24-Jan-00 31-Dec-21 TS45732 KNOTT STEVEN 23-Aug-79 31-Dec-21 TS45732 KNOTT STEVEN 21-Dec-84 31-Dec-21 TE38692 LARSEN TRENT 15-Aug-11 31-Dec-21 TMR1709752 LEON KIM 23-Jun-17 31-Dec-21 TMR1701738 LOPEZ DESERAE 12-May-17 31-Dec-21 TE137806 MADDOX HEIDI 14-Aug-07 31-Dec-21 TE1465110 MARRIOTT HOLLI 8-Sep-11 31-Dec-21 TE31065 MASON MICHAEL 13-Oct-99 31-Dec-21 TMR31065 MASON MICHAEL 12-Jun-00 31-Dec-21 TE140603 MCCARTHY LINDSEY 3-Aug-07 31-Dec-21 TE15710 MCCLELLAND MARIE 27-Apr-95 31-Dec-21 TE1697322 MCLUCAS CHRISTOPHER16-Feb-17 31-Dec-21 TS30363 NEWMAN WENDY 11-Mar-91 31-Dec-21 TE103830 O'LAUGHLIN AMY 11-Aug-04 31-Dec-21 TS135194 PARK NICHOLAS 5-Apr-17 31-Dec-21 TMR

Page 11: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1602372 PAYNE JENNIFER 29-Jan-15 31-Dec-21 TMR30808 PRYOR TODD 3-May-99 31-Dec-21 TS44068 RODMAN ROBERT 1-Jul-73 31-Dec-21 TE44068 RODMAN ROBERT 1-Jul-73 31-Dec-21 TS1490994 RUPARCIC LINDA 29-Jun-15 31-Dec-21 TE1546966 SALAZAR ELISA 7-Oct-15 31-Dec-21 TMR120161 SMITH MASON 19-Oct-05 31-Dec-21 TE45971 SMITH KIRK 12-Jun-87 31-Dec-21 TS45971 SMITH KIRK 23-Dec-91 31-Dec-21 TE53278 SNOW EDDIE 26-Apr-90 31-Dec-21 TS53278 SNOW EDDIE 26-Apr-90 31-Dec-21 TE45361 SNYDER MARK 1-Apr-87 31-Dec-21 TS68154 STANWORTH NICOLE 25-Jul-01 31-Dec-21 TE37699 TANNER WAYNE 3-Apr-87 31-Dec-21 TS37699 TANNER WAYNE 3-Apr-87 31-Dec-21 TE1622232 TAYLOR JENI 27-Oct-15 31-Dec-21 TE32567 ULIBARRI KERRI 28-Jul-98 31-Dec-21 TE122218 VANWAGONER KIMBERLY 14-Dec-05 31-Dec-21 TE92251 WAKEFIELD SCOTT 12-Mar-14 31-Dec-21 TE92251 WAKEFIELD SCOTT 15-Jul-03 31-Dec-21 TS1423941 WATERS JOCELYN 15-Oct-13 31-Dec-21 TE140692 WEESE CASEY 23-Feb-07 31-Dec-21 TE140692 WEESE CASEY 1-Jun-09 31-Dec-21 TS96917 WESTWOOD MELISA 16-Dec-03 31-Dec-21 TE91256 WHITING CHRISTINA 12-Jun-03 31-Dec-21 TS109911 WISE SHEYENNE 3-Feb-05 31-Dec-21 TS1603972 WOOD SEAN 30-Oct-15 31-Dec-21 TE1603972 WOOD SEAN 30-Oct-15 31-Dec-21 TS1603972 WOOD SEAN 23-Feb-15 31-Dec-21 TMR93461 WRIGHT DUSTIN 21-Aug-03 31-Dec-21 TE

Page 12: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Lapsed Licenses:Individual ID Last Name First Name Orig Issue Date Expired Date LOA1610755 BLACKMAN NENETZI 27-Apr-15 30-Nov-19 TE41243 HAMMON NICHOLE 20-May-97 30-Nov-19 TE1616884 HEMINGWAY JARED 27-Jul-15 30-Nov-19 TE1703424 ROJAS ESTHER 13-Jul-17 30-Nov-19 TS149819 SCOTT JUSTIN 5-Oct-09 30-Nov-19 TE149819 SCOTT JUSTIN 8-Aug-07 30-Nov-19 TMR149819 SCOTT JUSTIN 26-May-15 30-Nov-19 TS

Reinstated Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date Reinstated LOA31167 HIGLEY KEN 20-Dec-94 30-Nov-21 13-Dec-19 TS83561 NIELSON DANIEL 13-Feb-07 30-Nov-21 6-Dec-19 TE28441 RINGER GREGORY 1-Oct-14 30-Nov-21 6-Dec-19 TE28441 RINGER GREGORY 8-Apr-97 30-Nov-21 6-Dec-19 TMR

Page 13: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Title Agency LicensingJanuary 2020

New Licenses:Agency ID Name Orig Issue Date Expire Date LOA

Renewed Licenses:Agency ID Name Orig Issue Date Expire Date LOA14929 ABSOLUTE TITLE INSURANCE AGENCY 10-Nov-05 31-Jan-22 TE14929 ABSOLUTE TITLE INSURANCE AGENCY 10-Nov-05 31-Jan-22 TS157202 GREENBRIER TITLE INSURANCE AGENCY INC 28-Jan-08 31-Jan-22 TE157202 GREENBRIER TITLE INSURANCE AGENCY INC 28-Jan-08 31-Jan-22 TS157191 HIGHLAND TITLE AGENCY 16-Jan-08 31-Jan-22 TE157191 HIGHLAND TITLE AGENCY 16-Jan-08 31-Jan-22 TMR157191 HIGHLAND TITLE AGENCY 16-Jan-08 31-Jan-22 TS6359 PROVO LAND TITLE COMPANY 16-Jul-76 31-Jul-20 TE6359 PROVO LAND TITLE COMPANY 16-Jul-76 31-Jul-20 TS174170 WOODLAND TITLE & ESCROW INC 21-Jan-14 31-Jan-22 TE174170 WOODLAND TITLE & ESCROW INC 21-Jan-14 31-Jan-22 TS

Lapsed Licenses:Agency ID Name Orig Issue Date Expired Date LOA(none)

Reinstated Licenses:Agency ID Name Orig Issue Date Expire Date Reinstated LOA10661 MONUMENT TITLE INSURANCE INC 15-Oct-01 31-Dec-21 7-Jan-20 TE10661 MONUMENT TITLE INSURANCE INC 2-Oct-01 31-Dec-21 7-Jan-20 TS

Page 14: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Title Agent LicensingJanuary 2020

New Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1858967 ATKINS MELISSA 14-Jan-20 31-May-22 TE1858357 CARNAHAN CAROLYN 2-Jan-20 31-Mar-22 TE1861821 SEVY MEGAN 28-Jan-20 30-Apr-22 TE1862246 SMITH JASON 29-Jan-20 31-Jul-22 TS1852897 TANNER JASON 3-Jan-20 31-Dec-22 TE

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA1475869 AHLSTROM JAMES 11-Sep-13 31-Jan-22 TMR1519699 ANDERSON BETHANNIE 11-Mar-13 31-Jan-22 TE120157 AYRES TROY 17-Oct-05 31-Jan-22 TE31318 BATE DAVID 15-Mar-85 31-Jan-22 TS39126 BOUCK MARLISA 10-Jun-93 31-Jan-22 TE1635013 BRADLEY SAMANTHA 22-Dec-15 31-Jan-22 TS1635013 BRADLEY SAMANTHA 19-Oct-15 31-Jan-22 TE42450 BRANDLEY MICHAEL 6-Apr-99 31-Jan-22 TE42450 BRANDLEY MICHAEL 5-Jun-95 31-Jan-22 TS27958 BROWN TERESA 18-Jun-93 31-Jan-22 TE51360 BROWN JOLYN 6-Jan-94 31-Jan-22 TE1454811 BROWN MCINSY 14-Jul-11 31-Jan-22 TE53786 BRUNSON BRIAN 26-Feb-87 31-Jan-22 TE53786 BRUNSON BRIAN 26-Feb-87 31-Jan-22 TS42682 BUHLER MARY 8-Jul-99 31-Jan-22 TE36107 BURTON LARRY 2-Aug-89 31-Jan-22 TE40870 CARLSON ROBERT 1-Mar-71 31-Jan-22 TS40870 CARLSON ROBERT 1-Mar-71 31-Jan-22 TE41802 CARRELL KRISTI 22-Jul-99 31-Jan-22 TE40137 CARTER BRIAN 1-Feb-18 31-Jan-22 TMR30380 CHRISTENSEN CELESTE 2-Oct-90 31-Jan-22 TE

Page 15: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA37196 COPE SCOTT 12-Dec-95 31-Jan-22 TE37196 COPE SCOTT 18-Oct-95 31-Jan-22 TS1386506 DAVIDSON RICHARD 11-Jan-19 31-Jan-22 TMR92416 EINZINGER BLAINE 21-Jul-03 31-Jan-22 TS92416 EINZINGER BLAINE 15-Dec-04 31-Jan-22 TE42624 FEVERYEAR WILLIAM 29-Sep-99 31-Jan-22 TE42624 FEVERYEAR WILLIAM 17-Apr-95 31-Jan-22 TS70482 GAGNON LORI 10-Sep-02 31-Jan-22 TE70482 GAGNON LORI 10-Oct-01 31-Jan-22 TS1563798 GATCHELL ASPEN 9-Jun-15 31-Jan-22 TE30989 GIBSON JENNIFER 3-Jan-97 31-Jan-22 TE30989 GIBSON JENNIFER 3-Jan-97 31-Jan-22 TS87483 GORRINGE MARK 7-Mar-03 31-Jan-22 TS146861 GREAVES SUMMER 13-Jun-07 31-Jan-22 TE36187 HAGLUND BRIAN 20-May-99 31-Jan-22 TE46158 HENDRY MARK 23-Dec-91 31-Jan-22 TE46158 HENDRY MARK 3-Sep-93 31-Jan-22 TS1627121 HEPPLER MACRAE 3-Sep-15 31-Jan-22 TMR39072 HICKMAN JAMES 25-Nov-03 31-Jan-22 TS39072 HICKMAN JAMES 6-Aug-97 31-Jan-22 TE1449850 HOLT TYLER 15-Jan-16 31-Jan-22 TE1449850 HOLT TYLER 20-Feb-13 31-Jan-22 TS138303 IVINS JONATHAN 27-Apr-11 31-Jan-22 TE138303 IVINS JONATHAN 23-May-18 31-Jan-22 TS32167 JARRETT JENISE 7-Sep-05 31-Jan-22 TE1715938 Johnson Shanna 25-Jul-17 31-Jan-22 TE1715938 Johnson Shanna 25-Jul-17 31-Jan-22 TMR117977 KAY JENNIFER 6-Sep-05 31-Jan-22 TMR117977 KAY JENNIFER 31-May-07 31-Jan-22 TE1543736 KNIGHT TIFFANY 17-Feb-15 31-Jan-22 TS143131 KNUDSEN KRISTA 9-Aug-07 31-Jan-22 TE95364 KRAMER BRANDY 22-Oct-03 31-Jan-22 TE

Page 16: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Renewed Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date LOA45265 MILLER PAMELA 26-Dec-91 31-Jan-22 TE34588 MITCHELL C 8-Jul-81 31-Jan-22 TS34588 MITCHELL C 8-Jul-81 31-Jan-22 TE1526837 Mendoza Victoria 23-May-13 31-Jan-22 TE1711644 PARK THOMAS 28-Jun-17 31-Jan-22 TS1711644 PARK THOMAS 12-Dec-19 31-Jan-22 TE96273 PHILLIPS MICHAEL 21-Nov-03 31-Jan-22 TMR96273 PHILLIPS MICHAEL 28-Dec-06 31-Jan-22 TE96273 PHILLIPS MICHAEL 19-Apr-05 31-Jan-22 TS1513053 PRATT ERIKA 26-Feb-13 31-Jan-22 TS94556 ROBERTS KENNETH 25-Sep-03 31-Jan-22 TMR94556 ROBERTS KENNETH 27-Jul-15 31-Jan-22 TE1340227 SCHILD SUZANNE 26-Sep-07 31-Jan-22 TS31130 SEEGMILLER BRAD 19-Nov-91 31-Jan-22 TE1476678 SIMPSON AMBER 3-Jan-12 31-Jan-22 TE31544 TAPP KRIS 4-Aug-97 31-Jan-22 TE117156 THOMPSON NICK 16-Aug-05 31-Jan-22 TE1614241 WILLIAMS VICTORIA 18-Apr-17 31-Jan-22 TS1614241 WILLIAMS VICTORIA 14-Sep-15 31-Jan-22 TE39427 WOOD TAMERA 23-Sep-94 31-Jan-22 TE

Lapsed Licenses:Individual ID Last Name First Name Orig Issue Date Expired Date LOA1735459 AIRMET SCOTT 16-Nov-17 31-Dec-19 TMR1709207 ARMSTRONG CHELSEA 4-Aug-17 31-Dec-19 TE146236 ARNOTT ANDREW 16-May-07 31-Dec-19 TS146236 ARNOTT ANDREW 16-May-07 31-Dec-19 TE1715554 CHAPPELL KATE 27-Jul-17 31-Dec-19 TE54300 CLARK DON 6-Dec-01 31-Dec-19 TMR1460086 DEVOE BRADY 20-Aug-14 31-Dec-19 TMR1715533 HAACKE SHANNON 11-Oct-17 31-Dec-19 TMR39420 MCNEIL CAROLYN 17-Sep-92 31-Dec-19 TE

Page 17: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Lapsed Licenses:Individual ID Last Name First Name Orig Issue Date Expired Date LOA1699028 MOLIS KELLIE 8-Mar-17 31-Dec-19 TMR106333 NAVARRE CHANTYLL 27-Sep-04 31-Dec-19 TE36881 OGDEN CORWIN 31-Aug-77 31-Dec-19 TS36881 OGDEN CORWIN 31-Aug-77 31-Dec-19 TE1670929 OLIVER LIAM 2-Mar-17 31-Dec-19 TE1696321 PINCOCK BRONSON 2-Mar-17 31-Dec-19 TE1399411 SIMPSON TODD 25-Aug-09 31-Dec-19 TS1399411 SIMPSON TODD 28-Jun-12 31-Dec-19 TE

Reinstated Licenses:Individual ID Last Name First Name Orig Issue Date Expire Date Reinstated LOA146682 ALLRED CYNTHIA 31-May-07 31-Dec-21 7-Jan-20 TMR1701021 ANDERSON STEPHEN 28-Mar-17 31-Dec-21 27-Jan-20 TMR149138 BURROWS HEATHER 17-Jun-08 31-Dec-21 7-Jan-20 TE149138 BURROWS HEATHER 30-Aug-07 31-Dec-21 7-Jan-20 TS35166 HEINER BLAKE 26-Mar-81 31-Dec-21 8-Jan-20 TE35166 HEINER BLAKE 26-Mar-81 31-Dec-21 8-Jan-20 TS1528991 Kim Sung 31-May-13 31-Aug-21 24-Jan-20 TS1347399 MARTINEZ KENDRICK 15-Nov-07 30-Nov-21 6-Jan-20 TMR30885 SHEPHERD CINDY 10-Jan-91 31-Dec-21 16-Jan-20 TE

Page 18: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Approval Date 4th Quarter November-January Approved Title Courses Provider Name Totals

Nov-19 16

11/01/19 November 2019 Closer Training Southern Utah Title Company

11/06/19 2019 - A Year in Review Fulghum

11/07/19 Family and Estate Planning Trusts Utah Land Title Association

11/07/19 Insuring Indian Lands Utah Land Title Association

11/12/19 ALTA and MBA Digital Boot Camp American Land Title Association

11/13/19 Tips for Preventing Fraud and Forgery Old Republic National Title

11/13/19 The Wonderful World of Railroads Old Republic National Title

11/13/19 All About Foreclosures Old Republic National Title

11/13/19 Protecting Your Clients' NPI Old Republic National Title

11/13/19 UCC Filings and Real Property Old Republic National Title

11/13/19 A Comprehensive Guide to FIRPTA Transactions Old Republic National Title

11/13/19 Seller Financing Battle Royale Old Republic National Title

11/13/19 Chronicles of Claims: Part III Old Republic National Title

11/13/19 Access and Abandonment: What's Up With This Road? Old Republic National Title

11/13/19 Options for Resolving Boundary Line Disputes Old Republic National Title

11/18/2019 November 2019 Title and Escrow Commission Utah Insurance Department

Dec-19 2

12/13/2019 Escrow Instructions Claims Related to Escrow Failure Fulghum

12/30/2019 Surveys, Plats, Historical Records, Legal National Business Institute

Jan-20 16

1/6/2020 Bankruptcy In Residential Real Estate Fulghum

1/6/2020 Endorsements Fulghum

1/6/2020 The Pitfalls Of Insuring Easements Fulghum

1/6/2020 Claims Red Flags and Problem Files Fulghum

1/6/2020 Reviewing Surveys New Plats and Other Fun Maps Fulghum

1/7/2020 ULTA Hot Topics Utah Land Title Association

1/7/2020 Cyber Crime Utah Land Title Association

1/7/2020 Ethics Utah Land Title Association

1/7/2020 Decedent's Estates and Title Insurance Utah Land Title Association

Page 19: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Approval Date 4th Quarter November-January Approved Title Courses Provider Name

1/7/2020 Title Insurance Endorsements Utah Land Title Association

1/9/2020 January 2020 Closer Training Southern Utah Title Company

1/9/2020 Plain Politics/2020 Legislative Review Utah Land Title Association

1/10/2020 Power of Attorney Basics-Real Risks-Real Claims First American Title Insurance Co

1/14/2020 SSU - Making Right Side Up Ethical Decisions Old Republic National Title Ins Co

1/15/2020 Dissolution and Real Property Fulghum

1/31/2020 2020 ALTA Springboard American Land Title Association

Page 20: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:
Page 21: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Utah Insurance Department Changes to Amendment to Utah Code § 31A-23a-415 in HB0037 Original amendment (lines 3574 to 3577) Notwithstanding Section 31A-3-103 and subject to Section 31A-2-404, the Title and Escrow Commission by rule shall establish the amount of costs and expenses described under Subsection (3) that will be covered by the assessment[, except the costs or expenses to be covered by the assessment may not exceed $100,000 annually]. Change to amendment Notwithstanding Section 31A-3-103 and subject to Section 31A-2-404, the Title and Escrow Commission by rule shall establish the amount of costs and expenses described under Subsection (3) that will be covered by the assessment, except the costs or expenses to be covered by the assessment may not exceed the cost of one full-time equivalent position [$100,000 annually].

Page 22: Insurance Department · 2/10/2020  · Randy Overstreet, Licensing Dir. Michael Covington, CE Specialist Adam Martin, MC Examiner Steve Gooch, PIO Recorder . AGENDA . General Session:

Annual reports are filed electronically at https://forms.uid.utah.gov/insurance/fileUploads/. *You will be asked to register and create an account.*

Title Insurance Producer Annual Report Form

Title Insurance Producer (“Producer”): _____________________________________________________

Address and Telephone: _________________________________________________________________

Total Annual Title Insurance Premium: _____________________________________________________

Trust Account Location and Number: _______________________________________________________

Branch Office Locations:

Verification

Under criminal penalty of the state of Utah, I declare the following:

(1) I hold the position of _______________________________ with the Producer and am authorized to make this Title Insurance Producer Annual Report on its behalf.

(2) The information set forth in this Title Insurance Producer Annual Report is correct based on my personal knowledge or based on my reasonable belief after diligent inquiry.

(3) The Producer earned the above Total Annual Title Insurance Premium during the prior calendar year.

(4) The above Total Annual Title Insurance Premium was derived from an income and expense statement prepared in conformity with generally accepted accounting principles.

(5) The Producer does/does not request that the above Total Annual Title Insurance Premium and Trust Account Location and Number be kept confidential pursuant to Utah Code §§ 63G-2-305 and 63G-2-309. For the following reasons, this information qualifies as a trade secret described in § 63G-2-305(1) and/or as commercial or nonindividual financial information described in § 63G-2-305(2):

_______________________________________ ___________________

Signature Date